7352 results found
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Link Duplicate Pricing Tables
Link duplicate Pricing Tables so that //when edits are done on one, it will also update the other.
2 votes -
2 votes
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Add collaborator same way as adding other account roles
Option to invite a Collaborator under Team and seats instead of adding them on the document level
4 votes -
Bulk Update PandaDoc contract references for HubSpot Companies via CSV Import
Whenever Companies are merged in Hubspot, one of the records is set as Master Record and updated with all information, and all remaining duplicated records are deleted after that.
In this scenario, all contracts associated with those deleted company records have to be manually reassociated to the remaining and new master company record. If it's one or two, it's fine. The problem is when you duplicate Companies in Bulk, using tools like Insycle, and having to reassociate hundreds of company and contract records manually.
Insycle outputs a CSV report containing both the Old and New Hubspot ID for each company.…
4 votes -
merge workspaces within one account
merge workspaces within one account
https://pandadoc.zendesk.com/agent/tickets/38882325 votes -
Choose a folder to save documents in PandaDoc by default
Ability to set a default folder in PandaDoc for documents to be sent to.
3 votes -
Role permissions feature that will allow a user to send documents but not allow them to view the documents after they have been completed.
Role permissions feature that will allow a user to send documents but not allow them to view the documents after they have been completed.
1 vote -
GloFox
Integrate or Sync with GloFox
1 vote -
Ability to show the last updated date for docs/templates next to the Created date before clicking on a doc/template in the list
When reviewing the templates I've created in whichever folder I've put them in, I can see the file name, the parties who'll need to sign, and the date the file was created. But I update my templates often, including by replacing the source files in them with updated versions. This means that the created date is not very important, because templates I created months ago have changed numerous times since then. I'd like to be able to see the date/time of modification for my templates, like you can with the documents, so I can know at a glance which ones…
4 votes -
global settings for fields / bulk changes
The ability to change the properties of fields for all documents, i.e. the "require" option for recipients
5 votes -
Upload a spreadsheet and convert into a table in a quote
upload a spreadsheet and convert into a table in a quote
4 votes -
Ability to edit Quote Builder block via mobile app
Ability to edit Quote Builder block via mobile app
8 votes -
Update item quantity to zero in Zoho if it's not selected in PD document
When using Update Zoho quote products whenever a document’s status is updated automation, add an option to update the quantity of the product to zero in Zoho, in case this product is not selected in PandaDoc document.
1 vote -
More Bamboo HR variables
More variables for the PandaDoc <> Bamboo HR integration, such as passport number.
1 vote -
Ability to merge forms together
The ability to merge forms together into one form.
2 votes -
Adobe PDF
Option to have an integration with Adobe PDF (similar to MS Word add-in)
2 votes -
Do not add text blocks when uploading a .docx file, but keep document editable
edit .docx files without using text blocks - after clicking "Convert document"
2 votes -
Ability to have group text inputs similar to Group Check Boxes to Require One to be Checked.
Ability to have group text inputs similar to Group Check Boxes to Require One to be Checked.
3 votes -
API: nested fields in body request
Option to use nested fields in the body request when you create a document from PandaDoc template via API
1 vote -
1 vote
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